Exclusive

Publication

Byline

Location

Star Cement's lower valuations reflect concerns on operating margins

New Delhi, March 19 -- With the government clearing freight subsidy claims of around Rs.50 crore, the Star Cement Ltd stock is in the spotlight. Shares of the North-East-based cement producer jumped n... Read More


Why cement price hikes are hard to come by in East India

New Delhi, March 15 -- Cement prices across most of India increased in February, but East India was an exception. A dealer channel check by Kotak Institutional Equities Ltd showed cement prices in thi... Read More


If having more women directors boosts returns, why is India Inc. shying away?

New Delhi, March 8 -- Behind every great man, there's a great woman. Behind every great company board, there are at least two, suggests a study by Bank of America Merrill Lynch (BofA ML). "Asia Pacif... Read More


Cement spreads are improving but will they sustain?

New Delhi, March 6 -- Thanks to steep cement price hikes and easing input costs, spreads of cement firms are improving. According to analysts at Kotak Institutional Equities, spreads are estimated to ... Read More


Will the capital expenditure cycle revive after the general election?

New Delhi, March 5 -- How far is India from witnessing a turnaround in its capital expenditure (capex) cycle? No, the answer to this question is not "just one general election away". Uncertainty aroun... Read More


How severely will wage hikes impact cement firms?

New Delhi, Feb. 24 -- Recently, raw material and energy costs began to ease for the cement sector. But even before those benefits could flow in, companies are faced with yet another expense that could... Read More


The reasons behind Ambuja's least preferred status among blue-chip cement stocks

New Delhi, Feb. 22 -- Some cement producers are relying on volume growth to drive earnings. Some others are sincerely hoping that recent cement price hikes will sustain, and will aid realizations. But... Read More


If Q3 results weren't that bad, why are Nifty EPS estimates still falling?

New Delhi, Feb. 20 -- "Optimism doesn't wait on facts. It deals with prospects," said American journalist Norman Cousins. Stock market investing is a lot like that. Investors and traders are often pri... Read More


India Cements: Price revival brings little cheer

New Delhi, Feb. 18 -- It is said that debt is like any other trap: Easy enough to get into, hard enough to get out of. And, this is precisely what India Cements Ltd's investors are worried about. Pun... Read More


Why emerging market optimism hasn't rubbed off on India

New Delhi, Feb. 14 -- For the first time in its history, a survey by Bank of America Merrill Lynch has found that long positions in emerging markets (EMs) is the most crowded trade there. This is a sh... Read More